The Growth & Compliance Blueprint: Elevate AUM, enhance client engagement, and protect your business.
Complete the form to download our Behavioural Growth and Compliance whitepaper.
Investors are not always rational—emotions, biases, and psychological tendencies often influence their decisions. As wealth managers, it's crucial to recognize and guide clients through these behaviours to achieve better financial results.
Yainvest's solution addresses these biases, helping clients avoid common mistakes like holding onto losing assets or chasing risky investments. By integrating behavioural insights into risk profiling, wealth managers can align with MiFID and FIDLEG regulations while enhancing investment success.
Our white paper shows how Yainvest's behavioural profiling benefits private banks, multi-family offices, and compliance teams by improving client engagement and growing Assets Under Management. Learn how Yainvest, integrated with Etops, empowers wealth managers to deliver personalized risk management and data-driven behavioral coaching.
Read more Insights & News
Unowa and Yainvest: From schools to the prosperous future, we take action to foster Financial Inclusion in Emerging Markets
July 17, 2024 - Lisbon/Baar/Astana - We are excited to announce a new collaboration between Yainvest, a leading innovator in applied behavioral finance technologies for wealth management, and Unowa, a recognized provider of inclusive educational solutions. Together, we are launching new inclusive educational courses that will teach Swiss wealth management know-how in primary schools in developing markets.
Yulia Myronova
Etops and Yainvest Announce Partnership to increase Trust and Transparency through Improved Risk Profiles.
April 30, 2024 – Cham/Baar/London – Etops, a leading financial services provider, and Yainvest, a third-generation behavioural finance profiling and risk engine, are excited to announce their strategic partnership aimed at redefining the landscape of wealth management services.
